Northern Graphite

The Only Producer of Natural Graphite in North America.

A play on the coming graphite squeeze
A play on the energy transition
$NGC / $NGPHF

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North America's Only Producing
Natural Graphite Mine

Amid tighter graphite markets in the second and third quarters, Northern Graphite resumes processing ore at its Lac des Iles mine in Quebec, and markets will likely remain tight after China announced controls on graphite exports on October 20, 2023.

Positioning to be World's 3rd-largest Graphite
Producer Outside of China

The company's strategy is to expand production at its existing mine, bring a second mine online next year and advance two large scale projects towards development.

Graphite is the Predominant Component of a
Lithium-ion Battery

Graphite is the main ingredient in lithium-ion batteries, and its demand from battery production is projected to grow 10.5X by 2030.

Graphite is the least known of the five minerals deemed by the U.S. Department of Energy (DOE) as critical to the development of electric vehicles (EVs), but potentially the one we should be looking at the most.  Global demand for graphite, which is the largest component by weight in EV batteries and for which there is no ready or economic replacement, is set to vastly exceed supply.

Identifying a reliable North America-based graphite supplier has perhaps never been more important to EV manufacturers than it is now. On October 20, 2023, China, by far the world’s leading graphite producer and exporter, announced that it would require export permits for graphite products used in EV batteries “to protect national security.” The global impact of this action could be enormous. Analysts speculated the move would see battery makers that rely heavily on China for graphite imports to seek alternatives. Right now those options are few and far between.

By 2030, graphite demand for use in EV batteries will absorb all projected global graphite supply.  There isn’t enough graphite in North America to supply the plans of automakers, and that doesn’t even take into account the broader energy transition – graphite is lighter and more conductive than copper – and demand from industrial uses, from refractory bricks for steelmaking to heat management in mobile phones and friction and lubrication products for brakes and brake linings for the global automobile industry.

A typical EV contains more than 50 kilograms of graphite, nearly ten times that of lithium. By weight, graphite is the largest component of lithium-ion batteries. Graphite accounts for more than half of the mineral demand in EV batteries. In comparison, lithium, a staple in electric vehicle batteries, accounts for only about 4%, per the World Bank.

One more thing: Purchasing graphite from Northern Graphite may have significant positive economic implications for EV manufacturers. For a vehicle to qualify for the full US$7,500 EV tax credit reflected in the landmark U.S. Inflation Reduction Act (IRA), at least 40% of the critical minerals in the battery (such as graphite, lithium, and cobalt) by value must be sourced from the United States or one of the countries with which the U.S. has a free trade agreement. This increases to 80% by 2026 and 100% by 2028! Canada is of course on this list; China is not.

As the only producer of natural graphite in North America, Northern Graphite (TSXV: NGC) (OTCQB: NGPHF) is clearly in the driver's seat with tremendous competitive advantage.

LAC DES ILES

Located in Quebec, one of the most mining-friendly jurisdictions in the world, Lac des Iles is the only producing natural graphite mine in North America. The 100%-owned, fully permitted mine and facility, have been producing and selling graphite to an established customer base for more than 20 years.

  • Existing customer base
  • Currently produces 15,000 tonnes of graphite concentrate per year
  • Generates annual EBITDA of C$10 million to C$15 million*
  • Recently completed drill program confirms the potential for near-term extension of mining operations with mineralization open to the north and south

OKANJANDE

Located in Namibia, one of Africa’s finest mining jurisdictions, the Okanjande mine, mill and tailings facilities are fully permitted, and the processing plant is being moved to the mine site in order to reduce operating costs, cut greenhouse gas emissions and improve sustainability as well as enhance the mine’s expansion potential.

  • Production to resume in 2025
  • 1.6 million tonnes of graphite (on a Measured & Indicated basis) at a grade > 5.0%

PEA supports potential to expand facilities over time to serve fast-growing market for battery anode materials.

BISSETT CREEK

Bissett Creek is one of the most advanced stage critical minerals projects in Ontario. Independent studies indicate graphite concentrate from Bissett Creek is well-suited for the battery market and NGC is targeting production of 44,000tpy by 2026, subject to financing. It is 100% owned by Northern Graphite and has completed a Feasibility Study and permitting is well advanced.

  • It has one of the highest percentages of large/XL flake in the industry
  • Near construction ready, subject to financing and finalization of permitting
  • Southern Canada location with ready access to labour, supplies, equipment, natural gas & markets

The Bissett Creek project has been described by Benchmark Mineral Intelligence as the highest margin graphite deposit in the world.

Northern Graphite is Building for the Battery Minerals Demand Bonanza.

BAIE-COMEAU

Northern Graphite plans to develop a battery anode material (BAM) plant at Baie-Comeau, Quebec, to supply the coming demand boom for battery minerals.

  • Capacity of 200,000 tonnes per year BAM will make it one of the largest such facilities in the world. With access to affordable, green energy in Quebec, the facility will also be one of the world’s cleanest.
  • The all-season port of Baie-Comeau provides easy shipping access to planned battery giga-factories clustered in the Eastern United States and to European markets.

Other Graphite Stocks with Similar Profiles to Northern Graphite Include:

Ticker : TSX: NEXT
Market Cap : CA $191M
Location : Southern Madagascar
Share Outstanding: 155M
Stage : Mine has begun initial production.
Main Asset Focus : Graphite
Ticker : TSX: NOU
Market Cap : CA $169M
Location : Quebec
Share Outstanding: 61M
Stage : Developing graphite mine and vertically integrated operation.
Main Asset Focus : Graphite
Ticker : TSX: SYAAF
Market Cap : US $196M
Location : Operation facility in Mozambique; building facility in Louisiana.
Share Outstanding: 676M
Stage : Vertically integrated graphite supplier.
Main Asset Focus : Graphite

Capital Markets Summary:
As of December 09, 2023

TickerTSXV: NGC
Location Quebec, Ontario and Namibia
StageQuebec mine in Production, other projects under development
Market Cap$29.9M
Share Outstanding130.3M
Main Asset FocusGraphite

Why Northern Graphite (TSXV: NGC) (OTCQB: NGPHF) should be on your watchlist

1

Only natural graphite producer in North America, with fully permitted mines and facilities in Canada and Namibia, putting it years ahead of most other companies targeting commercial production.

2

Graphite is probably the least known of the five minerals deemed by the DOE as critical to the development of EVs. Global demand for graphite, which is the largest component by weight in EV batteries and for which there is no ready or economic replacement, is set to vastly exceed supply in coming years.

3

Northern Graphite is setting itself up to be THE Next Generation Carbon Materials Company for the energy transition, with a sustainable, integrated, mine-to-market solution that will be available as U.S. credits on EV batteries produced by the United States and their trading partners come into force over the next five years.

4

An investment in Northern Graphite is an investment in the clean energy/green energy movement sweeping the globe. It’s also an investment in the future of the planet.

5

Northern Graphite’s cornerstone operating mine, Lac des Iles in Quebec, generates $10-$15 million of annual EBITDA, and the company is set to restart production at its Okanjande mine in early 2025.

6

Phase 1 of Northern Graphite’s planned Baie-Comeau Battery Anode Material plant is forecasted to come on line in 2026, just as demand is set to take off for lithium-ion batteries for North America’s EV revolution. The plant will be one of the world’s largest and cleanest.

7

$NGC / $NGPHF trades at a markedly lower stock market valuation than comparable, publicly traded graphite companies – and is producing and generating revenue now.

8

At a time when energy security is paramount, all Northern Graphite projects are in politically stable, mining-friendly jurisdictions.

9

Northern Graphite is engaged with governments, battery makers, car companies and other original equipment manufacturers that are looking to secure supply of battery-grade materials to feed the EV revolution.

Terms and Disclaimer

Senergy Communications Capital (“Senergy”) has been retained by Northern Graphite Corporation (“NGC”) to provide online marketing, advertising and investor relations services. We have an agreement with NGC for them to pay us $26,000 throughout the term of the agreement. This compensation is a major conflict of interest in our ability to be unbiased. Senergy does not own any securities of NGC.

Sources

SEDAR

The information disclosed on this web page is only summary information about NGC and the industry in which it operates in. Visit www.sedar.com to review additional disclosures and filings from the company.

Market & Industry Data

The information contained herein includes market and industry data that has been obtained from third party sources, including industry publications. The Company believes that its industry data is accurate and that its estimates and assumptions are reasonable, but there is no assurance as to the accuracy or completeness of this data. Third party sources generally state that the information contained therein has been obtained from sources believed to be reliable, but there is no assurance as to the accuracy or completeness of included information. Although the data is believed to be reliable, the Company has not independently verified any of the data from third party sources referred to in this presentation or ascertained the underlying economic assumptions relied upon by such sources.

Disclaimer & Disclosure

Senergy Communications Capital Inc. (“Senergy”, “Us”, “Our” and/or “We”) is a Canadian-based marketing and communications company that typically works with publicly traded companies in North America. This website/media webpage is owned and operated by Senergy Communications Capital Inc.

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*Certain non-IFRS measures have been included in the information contained herein. NGC believes these measures, in addition to measures prepared in accordance with IFRS, provide investors an improved ability to evaluate the underlying performance of NGC and to compare it to information reported by other companies. The non-IFRS measures are intended to provide additional information and should not be considered in isolation or as a substitute for measures of performance prepared in accordance with IFRS. These measures do not have any standardized meaning prescribed under IFRS, and therefore may not be comparable to other issuers.

The information contained herein relating to such Issuer has been prepared by or on behalf of such Issuer and the information regarding such Issuer is being provided to you by Senergy at the direction of, and on behalf of such Issuer.

We are NOT securities dealers or brokers, investment advisors or financial advisors, and you should not rely on the information herein as investment advice. We are a marketing company and are paid, advertisers. If you are seeking personalized investment advice, please contact a qualified and registered broker, investment advisor or financial advisor. You should not make any investment decisions based on our communications.

The content disclosed herein is intended to highlight NGC for your further investigation; this is not a stock recommendation or constitutes an offer or sale of the referenced securities. The securities of NGC may be considered high risk; if you do invest despite these warnings, you may lose your entire investment. Please do your own research before investing, including reading the company’s SEDAR and SEC filings, press releases, and risk disclosures. It is our policy that information contained in this profile was provided by the company, extracted from SEDAR and SEC filings, company websites, and other publicly available sources. We believe the sources and information are accurate and reliable but we cannot guarantee it. We do not guarantee the timeliness, accuracy, or completeness of the information on our website/media webpage. The information in our website/media webpage is believed to be accurate and correct and we have asked NGC to review the contents as it relates to them, but has not been independently verified and is not guaranteed to be correct.

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‍Forward-Looking Information & Risk Factors

Certain statements and/or graphics in the Company’s press releases, website information and corporate displays, among others, constitute “forward-looking statements”. These statements are based on information currently available to the Company and the Company provides no assurance that actual results will meet management’s expectations. Forward-looking statements include estimates and statements that describe the Company’s future plans, objectives or goals, including words to the effect that the Company or management expects a stated condition or result to occur. Forward-looking statements may be identified by terms such as “believes”, “anticipates”, “expects”, “estimates”, “may”, “could”, “would”, “will”, or “plan”. or their conditional or future forms. Since forward-looking statements are based on assumptions and address future events and conditions, by their very nature they involve inherent risks and uncertainties.

Actual results relating to, among other things, results of exploration, project development, reclamation and capital costs of the Company’s mineral properties, and the Company’s financial condition and prospects, could differ materially from those currently anticipated in such statements for many reasons such as: changes in general economic conditions and conditions in the financial markets; changes in demand and prices for minerals; litigation, legislative, environmental and other judicial, regulatory, political and competitive developments; technological and operational difficulties encountered in connection with the activities of the Company; and other matters discussed in this presentation. This list is not exhaustive of the factors that may affect any of the Company’s forward-looking statements. These and other factors should be considered carefully and readers should not place undue reliance on the Company’s forward-looking statements. The Company does not undertake to update any forward-looking statement that may be made from time to time by the Company or on its behalf, except if required to do so by applicable securities laws. You are cautioned not to place any undue reliance on any forward-looking statement.

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